The following small positions were reversed:
$VOW (+1.22%) (3)
$DEZ (+0.5%) (25)
Newly included:
$FTNT (+2.98%) (10)
Increased:
$NOVO B (+1.09%) (9)
I wanted to tidy up my portfolio a bit, as these small positions were just bobbing around and I hadn't really thought through both investments.
I also wanted to take up a cybersecurity position.